Independent Portfolio Consultants’s MarineMax HZO Stock Holding History

Independent Portfolio Consultants’s Portfolio HZO Stock Details HZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-685	Closed	-$13K	–	741
2016 Q1	$13K	Buy	685 +215	+46%	+$3.69K	﹤0.01%	696
2015 Q4	$9K	Hold	470	–	–	﹤0.01%	718
2015 Q3	$7K	Buy	470 +335	+248%	+$5.89K	﹤0.01%	752
2015 Q2	$3K	Sell	135 -25	-16%	-$600	﹤0.01%	807
2015 Q1	$4K	Hold	160	–	–	﹤0.01%	782
2014 Q4	$3K	Buy	+160	New	+$2.93K	﹤0.01%	749

Other funds holding HZO

CIP

Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Independent Portfolio Consultants's HZO Position: Q2 2016 in Review

Independent Portfolio Consultants sold out of MarineMax (HZO) in Q2 2016, closing a stake of 685 shares — an estimated $13K sold.

Independent Portfolio Consultants first reported a position in HZO in Q4 2014 and held it in 6 quarters. The position peaked at $13K in Q1 2016. 134 funds tracked by Wall St. Rank hold HZO as of Q2 2016.

Independent Portfolio Consultants reported no remaining MarineMax position as of Q2 2016 after selling out during the quarter.
Independent Portfolio Consultants sold 685 MarineMax shares in Q2 2016, an estimated $13K.
Independent Portfolio Consultants first reported a position in MarineMax in Q4 2014 and held it in 6 quarters.
Independent Portfolio Consultants's MarineMax position peaked at $13K in Q1 2016.
134 funds tracked by Wall St. Rank held MarineMax as of Q2 2016.

Based on Independent Portfolio Consultants's 13F filing for Q2 2016, filed 15 Jul 2016.